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United Capital Financial Advisors’s Transocean RIG Stock Holding History

United Capital Financial Advisors’s Portfolio RIG Stock Details RIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,751
Closed -$45.7K – 1094
2024
Q3 		$45.7K Buy
+10,751
New +$53K ﹤0.01% 1041
2020
Q1 		– Sell
-10,240
Closed -$70K – 1336
2019
Q4 		$70K Buy
+10,240
New +$52.8K ﹤0.01% 1333
2019
Q3 		– Sell
-10,713
Closed -$69K – 1450
2019
Q2 		$69K Sell
10,713
-153
-1% -$1.14K ﹤0.01% 1422
2019
Q1 		$95K Sell
10,866
-814
-7% -$6.97K ﹤0.01% 1314
2018
Q4 		$81K Buy
+11,680
New +$119K ﹤0.01% 1247
2018
Q3 		– Sell
-14,384
Closed -$193K – 1364
2018
Q2 		$193K Sell
14,384
-784
-5% -$9.65K ﹤0.01% 1233
2018
Q1 		$150K Buy
+15,168
New +$156K ﹤0.01% 1258
2017
Q4 		– Sell
-11,673
Closed -$126K – 1351
2017
Q3 		$126K Sell
11,673
-429
-4% -$3.69K ﹤0.01% 1268
2017
Q2 		$100K Buy
+12,102
New +$124K ﹤0.01% 1243
2015
Q2 		– Sell
-16,788
Closed -$316K – 1302
2015
Q1 		$316K Sell
16,788
-58,649
-78% -$951K ﹤0.01% 1052
2014
Q4 		$1.38M Sell
75,437
-6,047
-7% -$151K 0.02% 563
2014
Q3 		$2.6M Buy
81,484
+1,588
+2% +$62.1K 0.05% 376
2014
Q2 		$3.6M Buy
79,896
+12,567
+19% +$535K 0.07% 289
2014
Q1 		$2.78M Buy
67,329
+62,332
+1,247% +$2.71M 0.06% 305
2013
Q4 		$247K Sell
4,997
-4,785
-49% -$234K 0.01% 566
2013
Q3 		$435K Sell
9,782
-82,473
-89% -$3.9M 0.01% 470
2013
Q2 		$4.42M Buy
+92,255
New +$4.7M 0.12% 207

Other funds holding RIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PGA
Pilgrim Global Advisors Reno, Nevada $772M AUM 51.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

United Capital Financial Advisors's RIG Position: Q4 2024 in Review

United Capital Financial Advisors sold out of Transocean (RIG) in Q4 2024, closing a stake of 10,751 shares — an estimated $45.7K sold.

United Capital Financial Advisors first reported a position in RIG in Q2 2013 and held it in 17 quarters. The position peaked at $4.42M in Q2 2013. 446 funds tracked by Wall St. Rank hold RIG as of Q4 2024.

  • United Capital Financial Advisors reported no remaining Transocean position as of Q4 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,751 Transocean shares in Q4 2024, an estimated $45.7K.
  • United Capital Financial Advisors first reported a position in Transocean in Q2 2013 and held it in 17 quarters.
  • United Capital Financial Advisors's Transocean position peaked at $4.42M in Q2 2013.
  • 446 funds tracked by Wall St. Rank held Transocean as of Q4 2024.

Based on United Capital Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.